# Portfolio Guide

> Portfolio Guide is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 29, 2026.

- CRD: 337318
- Filed as: PORTFOLIO GUIDE
- Legal name: Portfolio Guide LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Missouri
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/337318
- AdvisorCensus page: https://advisorcensus.com/firm/portfolio-guide-337318

## Quick answers

**How is Portfolio Guide compensated?**
On its Form ADV (Item 5.E, October 2026), Portfolio Guide reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Is Portfolio Guide registered with the SEC or a state?**
Portfolio Guide is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 337318.

**How much does Portfolio Guide manage?**
Portfolio Guide reports $900,000 in regulatory assets under management in its Form ADV filing dated May 29, 2026 (100% discretionary).

**What types of clients does Portfolio Guide serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Portfolio Guide report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/337318

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $900,000
- Discretionary: $900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $900,000 |

### Advisory services (Item 5.G)
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- portfolioguide.com
- LinkedIn @portfolio-guide
- X @ThePortfolioG

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfolio Guide (CRD 337318): Form ADV filing data as of October 2026.